thoughtleaders-cli 0.9.21__tar.gz → 0.9.22__tar.gz

{thoughtleaders_cli-0.9.21 → thoughtleaders_cli-0.9.22}/.claude-plugin/plugin.json

@@ -1,6 +1,6 @@
 {
   "name": "tl-cli",
-  "version": "0.9.21",
+  "version": "0.9.22",
   "description": "ThoughtLeaders CLI — query sponsorship deals, channels, brands, uploads, and intelligence from the terminal",
   "author": {
     "name": "ThoughtLeaders",

{thoughtleaders_cli-0.9.21 → thoughtleaders_cli-0.9.22}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.5
 Name: thoughtleaders-cli
-Version: 0.9.21
+Version: 0.9.22
 Summary: ThoughtLeaders CLI — query sponsorship data, channels, brands, and intelligence
 Project-URL: Homepage, https://thoughtleaders.io
 Project-URL: Repository, https://github.com/ThoughtLeaders-io/thoughtleaders-cli

{thoughtleaders_cli-0.9.21 → thoughtleaders_cli-0.9.22}/pyproject.toml

@@ -4,7 +4,7 @@ build-backend = "hatchling.build"
 
 [project]
 name = "thoughtleaders-cli"
-version = "0.9.21"
+version = "0.9.22"
 description = "ThoughtLeaders CLI — query sponsorship data, channels, brands, and intelligence"
 readme = "README.md"
 license = "MIT"

thoughtleaders_cli-0.9.22/skills/connector-impact/SKILL.md

@@ -0,0 +1,298 @@
+---
+name: connector-impact
+tl-blurb: join Impact performance data to TL sponsorships
+description: |
+  Join a brand's Impact (impact.com) data to ThoughtLeaders data: each Impact partner matched to a
+  TL channel and, where Impact can tell videos apart, to the exact TL sponsorship; otherwise a
+  go-live timeline of the creator's TL videos against Impact results. TL views, price and CPM sit
+  beside Impact clicks, actions, sales revenue and commission. Also covers creators the brand
+  never booked through TL, and brands with no TL bookings. Brand side only: a media-buyer `tl`
+  login and a brand (advertiser) Impact account. Invoke when the user wants Impact numbers read
+  against TL data: "how did our sponsorships convert in Impact", "Impact performance for
+  [creator/brand]", "which TL creators drove the most actions", "actions per 1,000 views",
+  "cost per action on our sponsorships", "is [creator] declining", "match Impact partners to our
+  channels", "what does [Impact term] mean in TL", or any question mixing Impact terms (Partner,
+  Action, Action Cost, Total Cost, Program, PromoCode, SharedId) with TL data. The user supplies
+  the Impact connection (Impact MCP, Impact API or a CSV export) and a `tl` login. Read-only:
+  it never changes anything in Impact. Asks which view (deal scorecard, creator rollup, decay
+  over time) when the request doesn't say. Also invoke for help asks about this skill; answered
+  from the guide, no queries run.
+---
+
+# connector-impact
+
+Impact records what happened after the click (clicks, actions, sales revenue, commission). TL
+records what happened before it (creator, video, go-live date, views, price). This skill joins
+the two.
+
+Read before any analysis:
+- `references/impact-to-tl-mapping.md`: terms, metrics, match keys, dates, costs, currency.
+- `references/impact-schema.md`: Impact objects, fields and traps.
+- From the `tl` skill: `business-glossary.md`, `postgres-schema.md`, and `elasticsearch-schema.md`
+  for video lookups.
+
+Not for: an Impact-only question (Impact's MCP answers it directly); a TL-only question (use the
+`tl` skill); a renew or don't-renew verdict (build the join here, then apply *Performance Grade*
+in the `tl` skill's glossary; this skill sets no grade).
+
+## Read-only
+
+This skill only reads Impact. It never creates, changes, approves, reverses or deletes anything
+there, on any route, whatever the user's login or token would allow. Use only these calls:
+
+| Route | Allowed calls |
+|---|---|
+| Impact MCP | `query_performance`, `list_partners`, `investigate_order_action`, `list_action_inquiries`, `get_action_inquiry` |
+| Impact API | `GET` requests to the resources in the schema |
+| CSV export | Reading the files the user supplies (also on the MCP route, stage 2) |
+
+If the user asks for a change in Impact (approve or reverse an action, resolve an inquiry, message
+or edit a partner, change a contract, payout or setting), say this skill only reads, point them to
+Impact's website, and carry on with the run.
+
+Files the run creates go in a temporary folder that is deleted when the run ends. The user's own
+exports stay where they are. If the user wants results saved, offer and wait for a yes.
+
+## Help mode
+
+If the user asks what the skill does, how it works or what they can ask, run no queries: answer from
+`references/help.md`, sized to the question, then offer to start. Answer a term question mid-run
+from `help.md` or the mapping, then continue.
+
+## Scope and view
+
+- **Brand:** required.
+- **Creators:** all, unless the user names some.
+- **Window:** as the user states it, counted back from today. Otherwise from the earliest sold
+  deal `publish_date` in the last 12 months, to today.
+- **Views**, any combination:
+  - *Deal scorecard:* one row per sold sponsorship where Impact can tell the videos apart,
+    otherwise the go-live timeline (mapping 4).
+  - *Creator rollup:* one row per channel across its deals for the brand.
+  - *Decay over time:* the go-live timeline week by week, go-live weeks marked.
+- A view named in the request runs alone, without asking. Otherwise these words pick it:
+  - "per deal", "scorecard", "how did each sponsorship do": deal scorecard
+  - "which creators", "top partners", "rank": creator rollup
+  - "declining", "over time", "since it went live", "week by week", "renew": decay over time
+- If the view is still unknown, ask one question covering every unstated item (view, brand,
+  window), with one line per view on what it shows. Never default silently. If only the brand is
+  unknown, ask for it.
+- `autonomous`, `--auto`, "all of it" or "don't stop to ask": all three views, default window, no
+  questions.
+- Pending actions count in headline numbers only when the user asks to include pending for this
+  run. Then label both states and do not ask. That request wins over a standing line such as
+  "keep pending separate unless I ask". "Do not include pending", or the standing line on its own,
+  does not turn pending on.
+
+## Rules for every read
+
+- At each stage, state one line: what you are doing and the counts so far. Report each unmatched
+  partner, dropped row and currency mismatch when you find it.
+- Aggregate at the source (`GROUP BY` in TL SQL, grouped `query_performance` in Impact). Compute
+  every sum and ratio with SQL or a code step, never by hand.
+- **Credits.** Before any call, state the worst case: the balance from `tl balance`, the rate
+  (0.3 credits a sponsorship row), and the most this run could cost, against the user's limit if
+  they gave one. The only charged call before the exact quote is one probe, named in advance:
+  `tl sponsorships list` for the brand with `--limit 1`, which returns `total` for 0.3 credits.
+  Then quote the run (deal pull, adlink read, coverage count, video lookups) beside the balance.
+  If the quote is above the user's limit or a tenth of the balance, ask before reading. Price
+  any other raw read with `tl db pg --pricing` / `tl db es --pricing` (1 credit each) after the
+  quote. Keep a running total from each response's `usage.credits_charged`, failed reads
+  included, and report it with the results. Write "credits", never "cr".
+- **Paging.** Every `tl db pg` call has `LIMIT` and `OFFSET`; every `tl db es` body has `size`
+  and `from`; follow `next_offset` until `has_more` is false. `tl sponsorships list` returns at
+  most 500 rows a page, so page it too.
+- **Truncation.** If a read returns fewer rows than its `total`, stop, name the read and the
+  missing count, and ask before going on. A creator silently dropped becomes "not booked through
+  TL" and gets a wrong cost.
+- **Personal data.** Never put a partner's `Contacts[]` or an action's customer fields
+  (`CustomerId`, `CustomerStatus`, `CustomerCountry`, `CustomerRegion`, `CustomerCity`, `Oid`,
+  `Note`) into a table, a note or a calculation; the report is per partner and per deal. Read a channel's `social_links` by named
+  platform key only (`youtube`, `tiktok`, `instagram`); never select the whole column or its
+  `_emails` array. The video index copy of the links has e-mails removed.
+
+## Workflow
+
+### 0. Setup
+
+1. Run `tl whoami --json` and read `profile.persona` and `profile.flags`.
+2. If the caller is a seller (persona creator or creator service, or `publisher` in `flags`
+   without `advertiser`), stop and say a media-buyer login is required: a seller login returns
+   the creator's own deals, so the report would be about the wrong company.
+3. Confirm the Impact route (schema: *Access routes*): Impact MCP, Impact API or a CSV export. If
+   there is none, list the three and stop. If the user offers the Impact website, ask for a CSV
+   export and name the reports and filters (stage 2). Use the user's token as it is: the run is
+   read-only whatever the token allows, so its permissions need no comment.
+4. Never ask for, accept or repeat an Impact token or password. If the user pastes one, tell them
+   to revoke it.
+5. Identify the account from the API base, or from the web app address the user exports from
+   (mapping 5). Only a Brand account runs. If it is a Partner account, or not the type the user
+   described, stop and say so.
+6. Resolve the brand with `tl brands find "<name>"`, never in SQL.
+7. Record the currency of the Impact figures (a report's display-currency setting; do not change
+   it). The report is in USD. If the Impact figures are not in USD, tell the user now (mapping
+   2.3).
+8. Quote the credits, then state the scope back: brand, creators, window, view, which action
+   states are counted (approved and pending labelled separately), currencies, and this line:
+   "Read-only run: <Impact route>, reading <what will be read>."
+
+### 1. TL side
+
+Pull the brand's sold deals with no date filter: earlier videos still drive sales inside the
+window, and sold deals with no `publish_date` are listed too (mapping 4.2).
+
+```bash
+tl sponsorships list status:sold brand:"<brand name>" --limit 500 --offset 0 --json
+```
+
+- **Named creators:** resolve each to its TL channel ids first, matching per mapping 3.1 with the
+  bulk form in the `tl` skill's `postgres-schema.md` (*For bulk handle/name lookups in SQL*):
+  channel name, handle, the handle in `url` and named platform handles, against `common_name` and
+  `url`. If more than one record matches, list them with their URLs and ask which to include
+  ("all" means one creator across platforms). Then run one paged pull per channel id with
+  `channel:<channel_id>` added, never the brand's whole list filtered afterwards.
+- Rows carry `id`, `publish_date`, `price`, `projected_views_at_purchase_date`, `article_id`, `channel_id`, `channel`,
+  `common_name`, `brand_id`, `status`, `cpm` and `views`.
+- `brand:` is a partial name match. Keep only rows whose `brand_id` is the brand resolved in
+  setup, and name any row left out.
+- Deals live on or before the window end feed the table. Sold deals with no `publish_date` are
+  listed under it (mapping 4.2). Report the count of deals live after the window end.
+- No rows: continue. Every partner is then "not booked through TL" or "not a TL creator"
+  (mapping 4.4).
+- `publish-date-end` on `tl sponsorships list` is inclusive. In SQL, bound dates per mapping 1.2.
+
+Then read the join keys the list lacks, for the deal ids pulled, and join on deal id:
+
+```sql
+SELECT al.id, al.tracking_url, al.media_url,
+       al.conversions, al.revenue
+FROM thoughtleaders_adlink al
+WHERE al.id IN (<deal ids>)
+LIMIT 500 OFFSET 0
+```
+
+- At most 500 ids a call. Check every id came back: a missing id is a truncated read.
+- Query `thoughtleaders_adlink` alone, with only these columns. The deal rows are already
+  brand-scoped, and every joined table is charged per row. Do not widen the select to find a
+  field; if the join needs one that is not here, say so and stop. If a column is rejected, follow
+  the mapping's opening rule.
+- Run the coverage count (mapping 3.5) and tell the user which deal keys the brand's deals carry,
+  labelled brand-wide even when creators are named.
+- A deal row's `views` is its TL views. For deals with no `views`, resolve the video id (mapping
+  1.4) and look them up once before calling any of them "no TL views":
+
+```bash
+tl db es '{"size": <number of ids>, "from": 0, "query": {"terms": {"id": ["<video id>", "..."]}},
+  "_source": ["id", "views", "projected_views", "publication_date"]}' --json
+```
+
+### 2. Impact side
+
+1. **Partners:** id, name, website, property URLs (`list_partners`, `GET .../MediaPartners`, or a
+   partner list export; report partner filters are capped). For named creators, search only for their partners, by alias (mapping
+   3.1).
+2. **Actions** for the partners in scope: date, state, event type, promo code, Ad, SubIds,
+   SharedId, social platform, sale amount, commission. From `GET .../Actions` filtered with
+   `ActionDateStart` / `ActionDateEnd`, or the Advanced Action Listing export. On the MCP route,
+   ask for that export: no MCP tool returns each action's state, promo code or SharedId. Group by
+   partner, date, state and event type.
+3. **Clicks** per partner per day from grouped performance (`query_performance`, a ReportExport,
+   or a Performance by Partner / by Day report).
+4. Map every column to the schema's *Field names* table before any math, and name any column
+   that is not in it.
+
+CSV route: name the reports to export (Performance by Partner, Performance by Day, Advanced Action
+Listing) with the run's dates, states and partners, plus any column the default view hides.
+
+If the route only gives lifetime totals, say decay over time is unavailable.
+
+### 3. Join
+
+Match each partner to TL with every key in mapping 3.2, then look for per-video evidence (mapping
+3.3). Record partner id, channel id(s), key, confidence and group (mapping 4.4).
+
+- Resolve every `Properties[]` URL and handle on the partner, plus its link and name, and collect
+  every TL channel any of them reaches, even after a strong match. Two or more channels trigger
+  the multi-channel or agency rule below.
+- Match aliases per mapping 3.1. Never `ILIKE` on names.
+- A partner matching no TL record: "not a TL creator".
+- A named creator with no matching partner: ask for their partner name or promo code in Impact.
+- A YouTube creator TL lacks: ask for the channel link, add it with `tl channels find "<link>"`,
+  say its TL data takes about a day, and report it from Impact only until then. Run
+  `tl channels find` only on a channel TL has or a link the user gave: on an unknown name it
+  queues a channel for indexing.
+- A promo-code match (key 5) needs a second signal, or it is listed as "probable, please confirm".
+- **Several TL channels of one creator:** if the partner has approved actions in the window, show
+  the candidates with evidence and ask which to include ("all" means one creator across
+  platforms). Otherwise list it as unresolved without asking.
+- **An agency** (keys pointing to different creators): split its actions by tracking link or
+  SharedId, or ask. Never give an agency's actions to one creator.
+- Never open or resolve a tracking link (no browser visit, no redirect-following `curl`): it
+  registers a click in the brand's account. A link on the brand's own short domain stays
+  unresolved.
+- Use only promo codes found on Impact actions; never build one from a creator's name, and never
+  call a code the creator's unless it is on their own actions. If the
+  creator's actions carry no code, say so. List their codes credited to other partners (mapping
+  3.4).
+- List TL deals with no Impact partner, with the likely reason.
+
+### 4. Dates and 5. Metrics
+
+Apply mapping 4 (per-deal windows with per-video evidence, otherwise the go-live timeline; social
+platforms per 4.5; for creators not booked through TL the user confirms which videos they paid
+for) and mapping 2. Build periods by summing each partner's daily numbers between go-live dates.
+If a TL deal's `conversions` or `revenue` differs from Impact, show both, labelled; never
+overwrite or average.
+
+### 6. Deliver
+
+In this order:
+1. Scope: brand, window, action states, currencies and rates, Impact route, credits charged.
+2. Each chosen view as a table, then its breakdown table and its "All-in cost to date" block
+   (mapping 2.2). Label every figure TL or Impact and every money column with its currency.
+3. Join table: partner, channel, deal, key, confidence.
+4. Creators not booked through TL, partners that are not TL creators, TL deals with no partner,
+   sold deals not yet live.
+5. Caveats: pending share, reversed and N/A counts above 0, rates used, deals reported as periods,
+   deals with no TL views (mapping 1.4), codes credited to other partners, agencies,
+   low-confidence matches.
+
+- When some deals are per-video and others are periods (mapping 4.1), any sentence describing
+  the split states both counts from the rows built and names the deals in each group. Never say
+  Impact can tell every video apart when any row is a period.
+- **Last-click caveat.** Next to every cost per action, return on sponsorship and all-in return,
+  note that these use last-click credit in the brand's Impact account: they miss sales the video
+  caused that did not come through the link or code. This covers summary figures above a table,
+  alternative figures below it and figures in sentences. Naming the attribution model in the scope
+  does not cover them, and a note under a later table does not reach a figure quoted earlier.
+  Within one section, mark each figure and give the note once, where the first one appears.
+- Final figures only: if a figure changes while you write, replace it, with no old figure or
+  correction note left in the report.
+- Use the `tl` glossary's business terms, not table names. Draw a chart only when asked, as SVG.
+- Write nothing to Impact. The only TL write is a channel added from a link the user gave. Set no
+  performance grade and edit no sheet.
+
+## Self-check before finishing
+
+1. Read-only held: only allowed Impact calls, change requests declined, the "Read-only run" line
+   in the scope, the run's own files deleted, no credential passed through chat.
+2. Seller login and Partner account stopped at setup.
+3. The view came from the request or the user's answer; the scope was stated back.
+4. Worst case before any call, one probe before the quote, quote before the pull, credit total
+   reported with failed reads included.
+5. Every read paged to its `total`; a short read stopped the run.
+6. No `Contacts[]`, customer field or e-mail address read or shown.
+7. Coverage count reported, labelled brand-wide.
+8. Every partner has a key, a confidence and a group; no `ILIKE`; no tracking link opened; no
+   `tl channels find` on an unknown name; agencies split or asked.
+9. TL views only from resolved video-index documents (mapping 1.4).
+10. Performance tied to one deal only with per-video evidence; otherwise a go-live timeline with
+    the shared-link sentence above it.
+11. Last-click caveat beside every cost per action and return figure, above and below tables too.
+12. Mapping 2 and 2.3 hold: currencies named on every money column, Paid to TL and commission
+    apart.
+13. Promo-code sales count like link sales: approved actions state the promo-code split on every
+    table row and in the opening summary, with "by promo code" / "by link" only where Impact shows
+    how the sale was credited (mapping 2.2); a withheld conversion rate points to actions per
+    1,000 views when available; a creator with codes credited to other partners has the
+    "including" line (mapping 3.4).

thoughtleaders_cli-0.9.22/skills/connector-impact/references/help.md

@@ -0,0 +1,116 @@
+# Impact connector: user guide
+
+Present this in plain language, sized to the question. Run no queries in help mode.
+
+## What it does
+
+Impact shows what happened after someone clicked a creator's link: clicks, sales, revenue,
+commission. ThoughtLeaders shows what happened before: which creator, which video, when it went
+live, views, what the sponsorship cost. This skill lines the two up, so you can ask things like
+"which of our sponsorships drove the most sales per 1,000 views?"
+
+## What you need
+
+This reads your own brand's Impact account; it isn't for creators.
+
+- Your TL login (the `tl` CLI).
+- One way into Impact:
+  - Impact's connector for Claude: add a custom connector with the URL
+    `https://mcp.impact.com/mcp`, enter `mcp-impact-claude` as the OAuth client ID under Advanced
+    settings, and sign in. You'll also be asked for one Advanced Action Listing export, the only
+    Impact report with each sale's status.
+  - The Impact API, with a token you create in Impact (Settings → Technical → API). Read-only
+    access is enough.
+  - CSV exports from Impact's Reports (Performance by Partner or by Day, plus the Advanced Action
+    Listing), dropped into the chat.
+
+It only reads your Impact data and never changes, approves or deletes anything. Never paste an
+Impact password or token into the chat.
+
+## What you get
+
+Always: each Impact partner matched to its TL channel, with how it was matched and how sure the
+match is. Every partner is in one group: booked through TL, a creator TL knows but you booked
+elsewhere, or not a TL creator (coupon sites, blogs).
+
+Your choice of views (you'll be asked if you don't say):
+- **Deal scorecard:** one row per sponsorship, or a go-live timeline when the creator's videos
+  share one link.
+- **Creator rollup:** one row per channel across its sponsorships.
+- **Decay over time:** week by week after each video went live, to see whether a creator is
+  declining. Impact's all-time totals hide this.
+
+Every figure comes from last-click credit in your own Impact account: it counts sales that came
+through the creator's link or code, not sales the video caused some other way. Treat costs and
+returns as a floor on what a sponsorship did, not a verdict.
+
+## How matching works
+
+Every clue is checked, strongest first: the tracking link, the links on the Impact partner's
+profile, the partner's name or the creator's handles on any platform, a TL id stored in the link,
+and a promo code containing the creator's name. A promo-code match is double-checked, for example
+against the date of the first TL video. If a partner with approved sales could be more than one TL
+channel, you're asked which to include.
+
+A creator's YouTube, TikTok and Instagram deals are read together. Deals that aren't YouTube videos
+(podcasts, newsletters, TikTok, Instagram) have no TL views, so they're listed but left out of
+view-based figures. If TL doesn't have a creator's channel yet, you'll be asked for the link; its
+TL data takes about a day.
+
+## Dates
+
+- If each video has its own link, results are tied to that exact sponsorship.
+- If the videos share one link (common), you get a go-live timeline: each date the creator went
+  live for you, and what Impact recorded until the next go-live. Earlier videos were still live
+  during each period. A video that went live before your date range is included, since it can
+  still bring in sales.
+- When some videos have their own link and others share one, the first are reported individually
+  and the rest as periods.
+- Sales that can still be cancelled ("pending") are shown next to approved ones, marked "may still
+  change".
+
+## Costs and currencies
+
+- **Booked through TL:** the TL price is the source of truth.
+- **Never booked through TL:** what you paid through Impact is. You'll be shown the creator's
+  videos that mention your brand and asked which ones you paid for, then get the CPM on what you
+  paid and whether the creator's projected views have risen or fallen since.
+- The TL price and the Impact commission are shown separately, and added together only in an
+  "All-in cost to date" box under the table, over the same videos and dates, with an as-of date.
+- Everything is in US dollars, as TL prices are. Impact figures in another currency, such as euros,
+  are converted at the European Central Bank's monthly average rate, with the original and the rate
+  shown. The TL price is never converted.
+
+## Impact terms in TL language
+
+| Impact says | TL meaning |
+|---|---|
+| Partner | The creator or channel (sometimes an agency with several) |
+| Program (or Campaign) | Your affiliate program, not a TL campaign |
+| Action | A conversion: sale, sign-up or install |
+| Revenue | Your sales, not TL revenue |
+| Action Cost | Commission paid to the creator through Impact, not the TL price |
+| Total Cost | That commission plus per-click, bonus, make-good and fixed payments through Impact. No Impact platform fee |
+| Ad | A tracking link or creative, not a TL ad spot |
+| Contract | Commission terms, not a TL IO |
+
+Views always come from TL; Impact doesn't track them.
+
+## What you can say
+
+| You say | Result |
+|---|---|
+| "per deal" / "scorecard" | Deal scorecard |
+| "which creators" / "top partners" | Creator rollup |
+| "is it declining" / "over time" / "week by week" / "for the renewal" | Decay over time |
+| "all of it" / "run autonomously" | All three views, no questions |
+| "since June" / "last 90 days" | Date window |
+| "include pending" | Pending counted in the headline |
+| "just [creator]" | Limited to named creators |
+
+## Example prompts
+
+- "Match our Impact partners to TL channels for [brand]"
+- "Deal scorecard for [brand] since June, approved actions only"
+- "Is [creator] declining for [brand]? Show actions by week after each video"
+- "What's the difference between Action Cost and Total Cost?"

{thoughtleaders_cli-0.9.21 → thoughtleaders_cli-0.9.22}/skills/connector-impact/references/impact-schema.md

@@ -5,16 +5,16 @@ Shape of Impact's data: objects, fields, filters, traps. For TL meaning, see
 
 ## Access routes
 
-The user brings one route. This skill never holds a login.
+The user brings one route. This skill never holds a login, and every route is read-only (SKILL.md
+*Read-only*).
 
 | Route | Setup | Best for |
 |---|---|---|
-| Impact MCP | Custom connector `https://mcp.impact.com/mcp` with OAuth client ID `mcp-impact-claude` under Advanced settings (Impact does not support dynamic client registration), signed in with the user's Impact login | Most questions; aggregates on Impact's side |
-| Impact Brand API | `AccountSID` + a token the user creates (Settings → Technical → API) | Action-level detail, long ranges |
-| CSV export | Reports: Performance by Partner, Performance by Day, Advanced Action Listing | No setup |
-| Impact web app | The user's own browser, already signed in. Read report pages only: no downloads, no settings, no answers to pop-ups | When none of the above is set up. Slowest route; same report data |
+| Impact MCP | Custom connector `https://mcp.impact.com/mcp` with OAuth client ID `mcp-impact-claude` under Advanced settings (Impact does not support dynamic client registration), signed in with the user's Impact login, plus an Advanced Action Listing export for action detail | Most questions; aggregates on Impact's side |
+| Impact Brand API | `AccountSID` + a token the user creates (Settings → Technical → API); read-only access is enough | Action-level detail, long ranges |
+| CSV export | The user exports the reports from Impact: Performance by Partner, Performance by Day, Advanced Action Listing | No setup; same report data |
 
-MCP tools on a Brand account:
+MCP tools on a Brand account (the only MCP tools this skill calls):
 
 | Tool | Returns | Use |
 |---|---|---|
@@ -147,7 +147,7 @@ live Brand account, from Impact's documentation.
 | Sale amount | `Amount` | `Sale_Amount` ("Revenue") | `Sale_Amount` |
 | Commission | `Payout` | `Payout` ("Action Cost") | `Payout` ("Action Earnings") |
 | Bonus | none | `bonus_cost` | `Bonus_Payout` |
-| Client cost | `ClientCost` | `Client_Cost` (can be 0 on every row: take Total Cost from a grouped report) | none |
+| Client cost | `ClientCost` | `Client_Cost` (can be 0 on every row; it is not Total Cost, which comes from a grouped report) | none |
 | Promo code | `PromoCode` | `Promo_Code` | `Promo_Code` |
 | SharedId | `SharedId` | `Shared_Id` | `SharedId` |
 | SubIds | Click `PartnerRelated.SubId1-3` | `SubId1` to `SubId3` | `SubId1` to `SubId3` |
@@ -156,8 +156,10 @@ live Brand account, from Impact's documentation.
 | Social platform | none | `social_platform` | none |
 | Partner property | none | `property_type`, `property_name` | `property_type`, `property_name` |
 
-Web app reports return only the columns the view shows, and blanks as "". A needed column absent
-from every row is hidden, not blank: add it on screen (SKILL.md stage 2).
+CSV exports carry display labels ("Action Date", "Shared Id"); match them to the rows above.
+Report views and their CSV exports return only the columns the view shows, and blanks as "". A
+needed column absent from every row is hidden, not blank: ask the user to add it to the report and
+export again (SKILL.md stage 2).
 
 ## Traps